UMS
73 results found
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Customer/ Location Report that includes both Service/ Location Address and Customer mailing address
I think that we are missing the most basic and "complete" report from UMS for mailing in that there is no report I see that gives me both the Location address and the Customer mailing address so that I can see that I am addressing the locations I want when mailing. The report should include all of the following:
Location Number
Customer Number
Location/ Service Address
Customer First, Last Names
Customer Mailing address, phones, emails
Owner First, Last Names
Owner Mailing address, phones, emailsThis report does not, for me in particular need to include the CUSI/ UMS "Account Number"…
30 votesThis work has been completed in version 6.11+. We fit as much as we could on the report, and the export contains any information requested that is not on the report
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PAY BY TEXT
Our old system allowed users to receive their statements via text and then they could respond to the text message and pay their bill immediately rather than just receiving the statements by text as a reminder. We have had several of our users request this function out of CUSI because that is how they were used to paying their bill and it was super easy to use once it was setup.
3 votesThis is already a function that requires our SMS interface. Please reach out to your Customer Success manager to inquire about the SMS interface or our Technical Support staff for help with this PAY BY TEXT process.
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Allow multiple "mobile" numbers
Or remove the "phone type" requirement all together, make it optional. When I go to enter in a second "mobile" number for example, it's a couple, and I want to have both of their cell phone numbers in the system, it only allows one per phone type. So I have to enter one as "mobile" and one as "home" even though both phone numbers are "mobile"
10 votesThere is already the ability to add multiple phone types within UMS. Users can go to Setup > Setup Phone Types and add the additional phone type. If you have questions or need help, please reach out to our Tech Support staff for assistance.
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Adjust Bill
Include a reference tab when processing “Adjust bill”. This will allow for comments to be entered to clearly specify the reason why we are adjusting a specific charge/month. The feature to enter comments is available when selecting “Adjust”.
17 votesThis request has been completed in UMS Version 6.11+.
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Location Template - Add Services/Rates
Extending the Location Template functionality to allow for preset Services/Rate Codes in the template could further streamline the new location process.
3 votesThis functionality already exists in UMS within the location templates. If you need help configuring this feature, please reach out to our technical support staff.
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Add the "View History” functionality from Enter Readings (similar to CBSW)
Add the "View History” functionality from Enter Readings (similar to CBSW) to quickly reference usage history when editing reads.
13 votesThis has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature.
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Audit Trail
To provide a more in-depth audit report. For example, we would like to know who changed or deleted the phone number or email address, or who edited to usage rate. Currently the audit report only shows who viewed the account and not any changes that a specific user made.
10 votesThis Audit Trail work has been completed and is now in UMS version 6.9.
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Sort shutoff service orders by route
We do all our shutoffs in one day so we need to print service orders for the entire company but it doesn't give us an option to sort by route which would be much more helpful and efficient. We'd like to be able to sort by route when in the create service orders screen during the shutoff delinquency process
8 votesThis work has been completed and is in the latest UMS build.
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delete old meter inventory
When installing a new meter the list of model numbers is too long - mostly consisting of old meter types. These should be deleted so to just show the current meter model numbers.
1 voteYou can now disable unused inventory models in versions 6.8+. To do this, go to Setup > Setup Inventory Model and edit those you wish to mark as inactive by unchecking the ‘Active’ box. If you need assistance, please reach out to our technical support staff.
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Click Through Accounts By Sequence Order
It would be super beneficial to be able to sift through the accounts by sequence order. For example, if I am in account #618 I would like to check a box that says sequence order so when I press the next or previous arrow it takes me to the one in reading sequence order.
1 voteThis is already an option by going to Setup > Customize Account Control Panel and slide the 'Sort by Route Read Sequence' over to the assigned side and save. Please reach out to our support staff if you need assistance.
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Please lengthen time or eliminate the timing out on Service Orders, they time out too quickly!
Often while working on Service Orders, they time out too quickly and we have to start over after having entered lots of information that then disappears. It is very frustrating as we are a small operation stretched thin not a lot of time to waste re-doing our work. Is there any way to significantly lengthen the time we can be in a service order before it times out or can we eliminate them timing out altogether? Thanks!
17 votesThis has been completed and the time out setting is now set to 4 hours by default in Version 6.10.
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Multiple Penalties & Interest Options
The functionality allows users to create multiple penalties and interest rates, however, when going to calculate it, the system always defaults to one. It would be easier to have the multiple option so that users can use specific rates with a variety of accounts.
6 votesBecause interest and penalty codes are specifically tied to the rate, multiple interest/penalty codes are currently permitted and functional within the software. Please reach out to technical support if you need help setting these up.
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2 votes
UMS version 6.9+ has an Audit History report that will track this information, as well as much more. Please reach out to our technical support team to get updated if you are not currently on UMS version 6.9.
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Credit Card Failures
We would like to see emails automatically sent to customers who's reoccurring credit card payments fail stating the same error we receive on the error report
8 votesRecurring credit card payment notifications are automatically sent to the customer (whether successful or unsuccessful) based on what Communication Preferences the customer has selected on the 'Autopay Notices' preference.
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Mass Add Wizard
If a Property Manager manages multiple properties, currently, we are having to add the contact to each account with any corresponding notes, attachments, misc fees, etc. For example, if the Property Manager managed 90 accounts, owned by different owners, it would be helpful to have some sort of Wizard Mass add function with the ability to add the accounts we would like to update and have the option of adding any of the listed items at the same time. This would helpful workflow and processing time for staff. We had something similar from our old system and really helped with…
20 votesThis has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature.
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Filter Options For Miscellaneous Rates
Referring to Ticket 89901 (images available)
When filtering reports or any limit option by rate codes, Miscellaneous does not have the ability to choose the rates we have added to our system, instead it gives a generic "MISC or "MISCM". It would be helpful to pull reports with the ability to differentiate the different types of Misc rates rather than having to spend the time to filter the file each time we pull a report. It will be extremely helpful also when posting transactions.
17 votesThis has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature.
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Lock on Location
When a meter is locked, but the service is still active, we would like for that to be notated with a locking symbol (or something similar) on the location. Maybe a box near the rental box on the location details tab that would make the lock appear? Example of what we are looking for is attached!
1 voteDiscussed with the customer about adding an account status of 'Locked' with a 'Lock' Icon. She said that should accommodate her needs.
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Include the "Use Minimum" and "Use Allowance" boxes during changeout process
During the meter/register change out process, have the "Use Allowance" and "Use Minimum" from the Utilization tab to avoid the double charge to the customer.
1 voteUpon research with the implementation manager, this really is a non-issue as long as the outgoing meter is marked as 'changed out' and not just 'removed' when doing the change out process. If the meter is just 'removed' and another meter installed, the account will charge two minimums after the 'removal' where as a 'changed out' meter will ignore the 'Use Minimum' and 'Use Allowance' checkboxes.
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Customer address changes
Can you add "Current Occupant" to the contacts to include when running Location Contact list? I need to send information to the location address, doesn't matter who's occupying the residence.
1 voteDiscussed a workaround for the customer to get what is needed for this request.
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Be able to change default on Customer
Instead of the default being only Account number, be able to change the default to whatever you need. Like we dont look up by parcel or account numbers we do it by address.
4 votesThis work item has been completed in UMS version 6.9 allowing the user to retain a default method for searching.
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